Investment management software

09/06/2023

Now it is easy to use Excella Technical analysis software . It is completely online now!!

Get login credentials by registering with the site and then start filtering stocks, back testing saving to portfolio and finally counting your winning trades.
http://www.excellatrader.com/member_reg1.aspx

06/06/2023

The Nifty midcap 100 index is going up . It already crossed the 34000 mark. We are expecting a good surge in the Nifty Midcap 100 index. These stocks can become blue chips in the future. Investors could make a good profit in midcap stocks in the past. In the last six month Nifty midcap moved up 5 percent and in one year it moved up 20 percent. During the same period Nfty index made -1.7% and 12% respectively. Majority of stocks in Nifty mid cap index are in a rally.

Below are the list of stocks that you can watch

PB fintech
NHPC
Oil India
Indraprastha gas
Poonawalla Fincorp
Shriram Finance

04/06/2023

New technical analysis software
Stock market Traders and Investor Tools for Just Rs.500/Month

Click here to register

http://excellatrader.com/member_reg1.aspx

How does this benefit a trader ?

Reduces the efforts and time spent on analyzing and choosing the best shares for day trading.

Excella trader is useful for traders who primarily watch momentum and looking for short term gains.

Data is absolutely free and can be downloaded from our server.

Traders can get an idea of buying and selling before the market starts.
Excella trader automatically generate the result and thus traders can get entry, exit and stop loss levels .

Excella trade tries to avoid fake break outs by its strict screening process.

If indices are not moving on either side there will still be some shares moving, Excella trader captures those shares and gives excellent results.

Key features:

· Dynamic trading systems supported by sophisticated analysis methods

· 10 unique systems developed by Excella trader used to screen and filter shares.

· Excella trader automatically generates recommendations for the day.

· Traders only need to execute the calls.

· Excella trader finds Nifty futures trading levels.
· Portfolio management section incorporates portfolio positions, analytic and risk

· Option strategies enable investors to find best strategies for the given period.

· System can be upgraded through the website time to time (free of cost)

04/06/2023

Advanced software for Short term traders
http://excellatrader.com/index.aspx

A method is a general philosophy of trading. For example; trade with the trend, buy when the trend is up, and sell after it tops out. Or—buy undervalued markets, go long near historical support levels, and sell after resistance zones have been reached.

A system is a set of rules for implementing a method. For example, if our method is to follow trends, then the system may buy when a multi-week moving average turns up and sell when a daily moving average turns down (get in slow, get out fast). Or—buy when the weekly MACD Histogram ticks up and sell after it ticks down.

A technique is a specific rule for entering or exiting trades. For example, when a system gives a buy signal, the technique could be to buy when prices exceed the high of the previous day or if prices make a new low during the day but close near the high.

Excella Trader composes all elements of Method , system and Technique. So for a trader new or experienced may find this software very easy to operate and make gain in day trading

We are the Software providers who has: Accounting for CAs and Retailers, Nidhi Banking, Esign Services, Payroll System, Ecommerce Platform and BPO Services.

23/05/2023

Get Excella trading and financial planning software demo online

Please write details in below Google form

Provide following information

23/05/2023

Excella Trader is now online . Search your investment ideas here in https://excellatrader.blogspot.com/. We are now also providing financial planning software

25/11/2021

KYC process is the most complex activity with a financial intermediary in client onboarding path. Covid situation all around the world is making people to think in revolutionary ways. While Video-enabled KYC services have been around for some time, with AI-enabled technologies becoming more mature and the Covid situation making physical outreach untenable, SEBI has now recommended using Video based KYC to mitigate identity based frauds, as an alternative to physical based verification processes like Aadhaar Biometric.

http://www.excellatrader.com/News%20View.aspx?id=695&market=Market%20Analysis

25/11/2021

Excella is providing an advisor portal for advisories
Please register with us

https://www.dashboardfinreport.com/

24/11/2021

24/11/2021

Investment advisory agreement has become mandatory now. RIA must collect a signed agreement with the client. The applicable regulatory requirements should be included in the agreement.

Read more on

http://www.excellatrader.com/News%20View.aspx?id=700&market=Market%20Analysis

24/11/2021

A new ecosystem from Excella connecting broker and RIA
Visit www.dashboardfinreport.com

24/11/2021

Onboarding
Risk profiling
EKYC - Data fetching
Selecting the service offered
E-Signing of agreements
User Management Module
User Creation/User Permission
Entry Log for add, edit and delete
Approval / audit in different stages
Lead management
Follow up management
Prospects pipeline
Sales performance
sales call module
Financial planning module
Goal setting/ Goal mapping/Goal tracker
Financial plan presentation to clients
Asset allocation / Rebalancing
Transaction Module
Import file in pre defined xls format
Brokers contract notes iport
Karvy/CAMS statements data retrieval
Manual transactions of all types of asset class
Financial Accounting
Ledger / accounts creation
Receipt/ Payment management/Journal
Bank Reconciliation
Cash Flow statement
Balance sheet and Profit & Loss account
Statement of accounts
Performance reporting
Consolidated holding summary
Capital gain reports
Asset allocation report
XIRR report(category/client wise)
Corporate action report
Transaction summary
12 Pages investor report PDF
Fees management module
Performance based fees setting
Hurdle rate based fee setting
Daily average portfolio value based
Fixed fee setting
Fees for different asset classes
Fees due report/ Payment report
Invoicing for fees
Communication module
Schedule periodical report
Sending report automatically to client’s email id
Communication log
SMS & Whatsapp integration
Recommendation Module
Recommendation + Confirmation/Approval
Positional calls/Calls in different asset classes
Model portfolio creation/ updates /analysis
Document management
Document authorization
Document movement register
Third party document access with permission (for eg: chartered accountants)
Document vault

Other services
Multi-layer access (HO/Region/ Branch/RM)
Client dashboard /multiple logins
Integration with advisory website + UI design
BPO services for office functions
Payment gateway - Razor pay integration
BSE star and other trading software integrations